Sequoia Financial Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 16,141 shares of SUSA stock, worth $2.19 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,141

Holding current value

$2.19 Million

% of portfolio

0.01%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$126.64 - $135.65 $2.04 Million - $2.19 Million	16,141 New	16,141 $2.19 Million
Q2 2025 Jul 25, 2025	SELL	$101.97 - $126.75 $85,858 - $106,723	-842 Reduced 6.11%	12,940 $1.64 Million
Q1 2025 Apr 23, 2025	SELL	$113.22 - $126.36 $77,668 - $86,682	-686 Reduced 4.74%	13,782 $1.58 Million
Q4 2024 Aug 08, 2025	BUY	$118.0 - $127.04 $180,304 - $194,117	1,528 Added 11.81%	14,468 $1.76 Million
Q4 2024 Feb 07, 2025	SELL	$118.0 - $127.04 $287,212 - $309,215	-2,434 Reduced 14.4%	14,468 $1.76 Million
Q3 2024 Oct 21, 2024	SELL	$108.44 - $120.37 $49,340 - $54,768	-455 Reduced 2.62%	16,902 $2.03 Million
Q2 2024 Jul 15, 2024	SELL	$102.41 - $112.98 $23,656 - $26,098	-231 Reduced 1.31%	17,357 $1.95 Million
Q1 2024 Apr 30, 2024	SELL	$98.48 - $109.17 $67,163 - $74,453	-682 Reduced 3.73%	17,588 $1.92 Million
Q4 2023 Jan 25, 2024	BUY	$85.36 - $100.86 $1.25 Million - $1.48 Million	14,689 Added 410.19%	18,270 $1.84 Million
Q2 2023 Aug 08, 2023	SELL	$85.65 - $93.64 $16,359 - $17,885	-191 Reduced 5.06%	3,581 $335,000
Q1 2023 Apr 24, 2023	BUY	$81.64 - $90.01 $17,470 - $19,262	214 Added 6.01%	3,772 $331,000
Q4 2022 Jan 17, 2023	BUY	$75.77 - $88.09 $1,212 - $1,409	16 Added 0.45%	3,558 $0
Q3 2022 Oct 26, 2022	BUY	$75.91 - $92.66 $1,290 - $1,575	17 Added 0.48%	3,542 $269,000
Q2 2022 Jul 22, 2022	BUY	$78.1 - $97.98 $702 - $881	9 Added 0.26%	3,525 $284,000
Q1 2022 May 13, 2022	BUY	$89.45 - $106.35 $983 - $1,169	11 Added 0.31%	3,516 $340,000
Q4 2021 Feb 11, 2022	BUY	$95.76 - $106.67 $861 - $960	9 Added 0.26%	3,505 $372,000
Q3 2021 Oct 26, 2021	BUY	$94.69 - $101.93 $1,136 - $1,223	12 Added 0.34%	3,496 $335,000
Q2 2021 Jul 27, 2021	BUY	$88.83 - $95.54 $621 - $668	7 Added 0.2%	3,484 $333,000
Q1 2021 May 14, 2021	BUY	$81.34 - $87.82 $813 - $878	10 Added 0.29%	3,477 $305,000
Q4 2020 Feb 12, 2021	BUY	$72.19 - $82.34 $125,538 - $143,189	1,739 Added 100.64%	3,467 $285,000
Q3 2020 Oct 23, 2020	BUY	$67.13 - $78.5 $402 - $471	6 Added 0.35%	1,728 $254,000
Q2 2020 Aug 25, 2020	BUY	$52.49 - $69.03 $90,387 - $118,869	1,722 New	1,722 $230,000
Q2 2020 Aug 11, 2020	BUY	$52.49 - $69.03 $0 - $0	0 New	0 $230,000
Q1 2020 May 11, 2020	SELL	$47.53 - $70.87 $81,228 - $121,116	-1,709 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$59.6 - $67.25 $417 - $470	7 Added 0.41%	1,709 $229,000
Q3 2019 Oct 22, 2019	BUY	$61.15 - $62.5 $489 - $500	8 Added 0.47%	1,702 $210,000
Q2 2019 Jul 31, 2019	BUY	N/A	1,694 New	1,694 $206,000

Others Institutions Holding SUSA

# of Institutions

552

Shares Held

18.4M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

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Sequoia Financial Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History